2019-05-15T16:18:08-05:00 2018-06-30 GRANT THORNTON LLP 101 CALIFORNIA STREET SUITE 2700 SAN FRANCISCO CA 94111 990 2017-07-01 941384645 The University Corporation San Francisco State % TAMMIE RIDGELL UNIV 4153387123 1600 HOLLOWAY AVE ADMIN BLDG RM 361 San Francisco CA 94132 JASON PORTH Executive Director 4153386880 2019-05-15 true DAN ROMANO P00504182 4159863900 2019-05-15 209.220.88.84 94336920191355000010 2019-05-15 P B40D85FD63F35A85A26E8B16912A1DD9A70298FC 31F2CC775A50E5BBFB63142B31C55EB72CDC3053 2017 2019-02-21 02:37:17Z Jason Porth 1600 Holloway Ave Admin 361 San Francisco CA 94132 25588543 false X http://ucorp.sfsu.edu X 1946 CA UNIVERSITY CORPORATION SERVES AS AN AUXILIARY ORGANIZATION OF SAN FRANCISCO STATE UNIVERSITY. 17 5 232 69 0 1670 11645617 6854608 6120424 6149282 1683310 618797 780891 1256693 20230242 14879380 2240407 3105661 0 0 3484474 3881454 0 0 0 8695048 8956840 14419929 15943955 5810313 -1064575 34949158 35576393 3065626 3824962 31883532 31751431 X THE PURPOSE OF THE UNIVERSITY CORPORATION IS TO PROMOTE, ASSIST, AND ENHANCE THE EDUCATIONAL MISSION OF SAN FRANCISCO STATE UNIVERSITY THROUGH EDUCATIONAL PROJECTS, UNIVERSITY RESEARCH AND DEVELOPMENT PROJECTS, AND COMMUNITY OUTREACH. false false 713989 584185 726026 THE GUARDIAN SCHOLARS PROGRAM PROVIDES TUITION, HOUSING, LIVING EXPENSES, AND COUNSELING SERVICES TO FORMER FOSTER YOUTH ENROLLED AT SAN FRANCISCO STATE UNIVERSITY. THE GUARDIAN SCHOLARS PROGRAM PROVIDES TUITION, HOUSING, LIVING EXPENSES, AND COUNSELING SERVICES TO FORMER FOSTER YOUTH ENROLLED AT SAN FRANCISCO STATE UNIVERSITY. 580976 0 650105 GRAD COMMENCEMENT - TO PROVIDE FUNDING FOR THE PLANNING AND ADMINISTRATION OF THE UNIVERSITY'S ANNUAL COMMENCEMENT, HELD AT AT&T PARK. COMMENCEMENT IS HELD FOR APPROXIMATELY 7,000 GRADUATES AND THEIR FAMILIES. 573832 0 557100 THE VP OF ADVANCEMENT FUND PROVIDES FINANCIAL SUPPORT FOR A BROAD ARRAY OF CAMPUS NEEDS. THIS PAST YEAR, THE VP OF ADVANCEMENT FUND PROVIDED $500,000 IN FUNDING FOR THE REMODEL OF THE FINE ARTS GALLERY AT SAN FRANCISCO STATE UNIVERSITY. 9252932 2521476 5559823 OTHER PROGRAM SERVICES - SEE SCHEDULE O 9252932 2521476 5559823 11121729 true true false false false false false false false true true true false false true false true true false false false false false false true false false true false true false false false false false false false false true false false false false true false false false true 264 0 true 232 true false false false false false true true false false false false X 17 5 false false false false false true true true true false false true true true true true true false false false CA X X TAMMIE RIDGELL 4153381706 1600 HOLLOWAY AVENUE ADM 361 San Francisco CA 94132 Trevor Getz Chair 1.0 40.0 X X 0 147750 64278 Alison Sanders Vice Chair 1.0 40.0 X X 0 165656 54358 Jason Porth Executive Director 20.0 20.0 X X 0 169970 77562 Brian Beatty Director 1.0 40.0 X 0 170851 69011 Gene Chelberg Director 1.0 40.0 X 0 136681 55370 Neil Cohen Director 1.0 0.0 X 0 11255 0 Kathy O'Donnell Director 1.0 40.0 X 0 136049 39922 Hrag Kalebjian Director 1.0 0.0 X 0 0 0 Jay Orendorff VP/CFO's Designee 1.0 40.0 X X 0 154283 50449 Kal Salama Director 1.0 0.0 X 0 0 0 Rob Strong Director 1.0 40.0 X 0 11267 0 Bonnie Li Victorino Secretary of the Board 1.0 40.0 X X 0 84326 33277 Anoshua Chaudhuri Faculty Representative 1.0 0.0 X 0 123273 57063 Maureen Carew Student Representative 1.0 0.0 X 0 0 0 Monica DiLullo Student Representative 1.0 0.0 X 0 0 0 Auggie Melendez Student Representative 1.0 0.0 X 0 0 0 Nancy Gerber Director 1.0 0.0 X 0 118146 29335 0 1429507 530625 0 false true false 0 73309 111492 2938767 840640 2890400 39161 6854608 PROJECT REVENUE 611710 2839561 2839561 FACILITIES RENTAL 611710 2052876 2052876 COMMISIONS EARNED 611710 766900 766900 REGISTRATION FEES 611710 489945 489945 6149282 655151 655151 0 0 0 0 0 9611178 9647532 -36354 -36354 -36354 94371 111492 181450 -87079 -87079 0 0 0 1780933 880181 900752 900752 OTHER OPERATING REVENUE 611710 443020 443020 443020 14879380 7493054 531718 3105661 3105661 0 0 0 0 0 3452314 3386883 65431 0 429140 371750 57390 0 0 63291 63291 82316 82316 0 0 0 335367 275825 59542 4220 4220 865524 751757 113767 0 0 1312619 1105032 207587 207201 194135 13066 0 25797 18817 6980 2801 2801 0 236832 236832 34587 9961 24626 CONTRACTUAL SERVICES 3826312 168538 3657774 HOSPITALITY 591084 585894 5190 STIPENDS 282729 282729 COST RECOVERY- EXPENSES 193105 193105 893055 857726 35329 15943955 11121729 4822226 0 661098 298568 268068 220670 2585181 1557010 526884 1097455 0 0 0 0 0 0 0 0 49080 36250 4204915 3055915 1124590 1149000 21252229 22592572 8482028 8624868 0 0 0 0 0 0 34949158 35576393 1178553 1094566 0 0 27563 145403 0 0 0 0 0 0 0 0 0 0 1859510 2584993 3065626 3824962 X 9414788 9905487 1091600 1149000 21377144 20696944 31883532 31751431 34949158 35576393 -1064575 932474 X false true X true false X 5703887 7290291 6253007 11645617 6854608 37747410 0 0 5703887 7290291 6253007 11645617 6854608 37747410 2000651 35746759 600479 836096 671572 420254 655151 3183552 0 22293 58349 136664 161956 94371 473633 41404595 34902888 0.86335 0.88055 X 613935 4457 618392 583336 42405 11806 613935 600731 -5659 11736 583336 594345 18252 11866 600731 544272 63830 13757 594345 1.00000 false false 2142464 1295340 847124 2062451 1760575 301876 1149000 INVESTMENT IN LAIF 7545445 F ALTERNATIVE INVESTMENTS 1079423 F 8624868 0 DUE TO RELATED ORGANIZATIONS 2584993 2584993 16785097 932474 932474 15852623 88388 -1061631 -973243 14879380 16917198 1061631 1061631 15855567 88388 88388 15943955 INTENDED USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4: THE JV INGRAM TRUST IS AN ENDOWMENT ESTABLISHED TO SUPPORT TEACHERS WITH EMERGENCY ASSISTANCE DUE TO CANCER RELATED ILLNESS OR TREATMENT, WHO ARE ENROLLED AT SAN FRANCISCO STATE TEACHING CREDENTIAL PROGRAM. DURING FY 17-18, THERE WERE NO FUNDS RELEASED. ALL EARNINGS WERE ADDED TO THE CORPUS. SCHEDULE D, PART V THE ENDOWMENT IS RESTRICTED FOR LIMITED PURPOSE. THE ENDOWMENT ONLY EARNS INTEREST AND NOT DISTRIBUTIONS BECAUSE OF SPECIFIC RESTRICTIONS FOR TEACHERS WITH CANCER. SCHEDULE D, PART X, LINE 2: THE ORGANIZATION PREPARED ITS AUDITED FINANCIAL STATEMENTS IN ACCORDANCE WITH THE ACCOUNTING PRINCIPLES AS PRESCRIBED BY THE GOVERNMENTAL ACCOUNTING STANDARDS BOARD (GASB). THE FOOTNOTE ON INCOME TAXES DOES NOT REPORT LIABILITY FOR UNCERTAIN TAX POSITONS UNDER ASC 740. RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN SCHEDULE D, PART XI, LINE 4B: COST OF GOODS SOLD $(880,181) FUNDRAISING EVENT EXPENSES $(181,450) TOTAL $(1,061,631) RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN SCHEDULE D, PART XII, LINE 2D: COST OF GOODS SOLD $880,181 FUNDRAISING EVENT EXPENSE $181,450 TOTAL $1,061,631 Alumni H o F 127700 47200 80500 96012 27941 Taste of Bay 59663 46542 13121 16090 3302 19769 1 18500 17750 750 14643 3693 205863 111492 94371 126745 3302 51403 181450 -87079 false SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 931137247 115 3021380 EDUCATIONAL SUPPORT ASSOCIATED STUDENTS INC 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 941170352 501(C)(3) 79281 STUDENT SUPPORT 2 0 Schedule I, Part I, Line 2 THE UNIVERSITY CORPORATION IS A NON-PROFIT AUXILIARY ORGANIZATION OF SAN FRANCISCO STATE UNIVERSITY (""SFSU"") WHOSE PURPOSE IS TO SUPPORT, PROMOTE AND ASSIST SFSU IN MEETING ITS EDUCATIONAL MISSION. GRANT FUNDS ARE MADE TO SFSU (WHOSE PRESIDENT APPROVES THE BOARD OF THE UNIVERSITY CORPORATION) TO SUPPORT THESE ACTIVITIES. false false false false false false false false false Trevor Getz Chair 0 147750 0 0 0 0 0 35946 0 28332 0 212028 0 0 Alison Sanders Vice Chair 0 165656 0 0 0 0 0 45716 8642 0 220014 0 0 Jason Porth Executive Director 0 169910 0 0 0 60 0 48620 0 28942 0 247532 0 0 Brian Beatty Director 0 170851 0 0 0 0 0 45448 0 23563 0 239862 0 0 Gene Chelberg Director 0 136114 0 0 0 567 0 37528 0 17842 0 192051 0 0 Kathy O'Donnell Director 0 135149 0 900 0 0 0 31042 0 8880 0 175971 0 0 Jay Orendorff VP/CFO's Designee 0 154283 0 0 0 0 0 41807 0 8642 0 204732 0 0 Anoshua Chaudhuri Faculty Representative 0 122373 0 900 0 0 0 29222 0 27841 0 180336 0 0 METHODS USED BY RELATED ORG TO ESTABLISH COMPENSATION OF EXEC. DIRECTOR SCHEDULE J, PART I, LINE 3: THE EXECUTIVE DIRECTOR OF THE UNIVERSITY CORPORATION IS COMPENSATED BY SAN FRANCISCO STATE UNIVERSITY, A RELATED ORGANIZATION. SAN FRANCISCO STATE UNIVERSITY UTILIZES THE FOLLOWING METHODS TO DETERMINE COMPENSATION OF THE EXECUTIVE DIRECTOR: COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND BOARD OR COMMITTEE APPROVAL. X 5 39161 Market Value false true false SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART III, LINE 4D: PACIFIC LEADERSHIP INSTITUTE - TO BUILD A MORE POSITIVE, EFFECTIVE AND RESILIENT COMMUNITY THROUGH THE DEVELOPMENT OF OUR YOUTH. THE PACIFIC LEADERSHIP INSTITUTE ("PLI") HAS TWO KEY INGREDIENTS TO FULFILL ITS MISSION: 1) PLI DELIVERS INSPIRING TEAM ADVENTURES FOCUSING ON PERSONAL AND GROUP DEVELOPMENT THAT INCLUDE ADVENTURE CHALLENGE COURSES, TEAM BUILDING EVENTS, AND WORKSHOPS TO A WIDE RANGE OF THE COMMUNITY; AND 2) THE YOUTH LEAD! TEEN LEADERSHIP INITIATIVE, WHICH TRAINS AND ENGAGES YOUTH TO PLAY A LEADERSHIP ROLE IN ITS PROGRAMS. PLI SEEKS TO HAVE LEADERS REFLECT THE PEOPLE AND GROUPS BEING SERVED. THE YOUTH LEAD! PROGRAM OFFERS PRACTICAL EXPERIENCE, POSITIVE CIVIC ENGAGEMENT, AND CULTIVATES LEADERSHIP AND PERSONAL GROWTH. PLI GIVES THESE YOUTH THE TRAINING, EXPERIENCE AND RESPONSIBILITY TO BE LEADERS IN ITS PROGRAMS AND THEIR LIVES. IN KEEPING WITH THE MISSION OF THE UNIVERSITY CORPORATION, EXPENSES INCURRED IN THE OSHER LIFE-LONG LEARNING INSTITUTE IS AN ACTIVE COMMUNITY PEERS AGE 50 AND UP ENGAGED IN LEARNING THROUGH THREE AND SIX WEEK CLASSES, INTEREST GROUPS AND EVENTS AT THE SF STATE DOWNTOWN AND MAIN CAMPUSES. DISSERTATION SCHOLARS HELP PAY 5 GRADUATE STUDENTS PER YEAR TO INCREASE DIVERSITY. SNFC PROVIDES NON-ACCREDITED WORKSHOPS TO THE GREATER COMMUNITY IN THE SIERRAS, THE RET PROJECT SUPPORTS THE UNIVERSITY AND ITS ECONOMIC ENDEAVORS WITH ITS DIRECT SERVICES TO HUNDREDS OF PEOPLE WITH DISABILITIES THROUGHOUT NORTHERN CALIFORNIAN, INCLUDING SF STATE FACULTY, STAFF, AND STUDENTS. OVER THE PAST 5 YEARS, THE RET PROJECT HAS PROVIDED SERVICES TO CITIES AND COUNTIES THROUGHOUT NORTHERN CALIFORNIA. FORM 990 PART VI, SECTION A, LINE 7A: THE PRESIDENT AND VICE PRESIDENT OF SAN FRANCISCO UNIVERSITY EACH HAVE AUTHORITY TO EITHER SERVE ON THE BOARD OF DIRECTORS OR APPOINT A DESIGNEE TO DO SO ON THEIR BEHALF. FORM 990 PART VI, SECTION A, LINE 7B: Governance Decisions Reserved to Members Pursuant to executive directive, the president of the university asks Associated Students ("A.S.") for nominations. A.S. collects applications from interested candidates, and provides them to the president of the university along with A.S. recommendations. The president of the university then appoints the students, which is affirmed by the board. FORM 990, PART VI, SECTION B, LINE 11B: THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE CFO/TREASURER/CONTROLLER. THE CFO/TREASURER/CONTROLLER FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE CFO/TREASURER/CONTROLLER. EITHER THE CFO/TREASURER/CONTROLLER OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C: BOARD MEMBERS ARE REQUIRED TO REVIEW AND COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT NOTING THEIR UNDERSTANDING OF THE POLICY AND THEIR WILLINGNESS TO ABIDE BY IT. THE POLICY INCLUDES FINANCIAL INTERESTS OF $250 IN THE AGGREGATE, OR REAL PROPERTY IN WHICH THE BOARD MEMBER HAS AN INTEREST OF $1,000 OR MORE, OR AN INVESTMENT INTEREST OF $1,000 OR MORE. THE POLICY IS APPLICABLE TO ALL BOARD MEMBERS AND KEY EMPLOYEES. THOSE BECOMING AWARE OF A POTENTIAL CONFLICT MUST DISCLOSE IT, ABSTAIN FROM VOTING, REVIEW IT WITH THE CHAIR AND BOARD AND ALLOW THE BOARD TO DETERMINE THE BEST COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15A: UNIVERSITY CORPORATION EMPLOYEES' SALARIES ARE DETERMINED BY SAN FRANCISCO STATE UNIVERSITY IN COMPLIANCE WITH STATE PROACTIVE AND RIGOROUS REVIEW, AS THE EMPLOYEES ARE EMPLOYEES OF THE STATE WHOSE TIME IS REIMBURSED FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D) VIA OUR WEBSITE OR BY REQUESTING AN APPOINTMENT DURING NORMAL BUSINESS HOURS. San Francisco State University 1600 Holloway Avenue San Francisco CA 94132 931137247 Educational CA 115 06 NA false SFSU Foundation 1600 Holloway Avenue Adm 151 San Francisco CA 94132 261169717 Support SFSU CA 501(c)(3) 05 SFSU false false true true false false false false false false false true false false true true true true true true